Informatica Axon Data Governance 5.2. Release Guide

Informatica Axon Data Governance 5.2 Release Guide

Informatica Axon Data Governance Release Guide 5.2 March 2018 Copyright Informatica LLC 2015, 2018 This software and documentation are provided only under a separate license agreement containing restrictions on use and disclosure. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica LLC. U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation is subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License. Informatica, the Informatica logo, PowerCenter, PowerExchange, Big Data Management and Live Data Map are trademarks or registered trademarks of Informatica LLC in the United States and many jurisdictions throughout the world. A current list of Informatica trademarks is available on the web at https://www.informatica.com/ trademarks.html. Other company and product names may be trade names or trademarks of their respective owners. Portions of this software and/or documentation are subject to copyright held by third parties. Required third party notices are included with the product. The information in this documentation is subject to change without notice. If you find any problems in this documentation, report them to us at infa_documentation@informatica.com. Informatica products are warranted according to the terms and conditions of the agreements under which they are provided. INFORMATICA PROVIDES THE INFORMATION IN THIS DOCUMENT "AS IS" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT. Publication Date: 2018-03-29

Table of Contents Preface... 5 Informatica Resources.... 5 Informatica Network.... 5 Informatica Knowledge Base.... 5 Informatica Documentation.... 5 Informatica Product Availability Matrixes.... 6 Informatica Velocity.... 6 Informatica Marketplace.... 6 Informatica Global Customer Support.... 6 Chapter 1: Axon 5.2... 7 New Features in Version 5.2.... 7 Unison Search... 7 Axon Interface.... 7 Configure Axon Settings from the Admin Panel.... 8 Bulk Upload.... 8 Process X Legal Entity Relationship.... 9 Value List... 9 Enterprise Catalog.... 9 Inherit Data Quality Rules.... 9 Glossary Relationships.... 10 Security.... 10 Documentation.... 10 Changes in Version 5.2.... 11 Unison Search.... 11 Enterprise Catalog.... 11 Regulatory Facets.... 12 Deleted and Non-Public Objects.... 12 Unison Grid.... 12 Bulk Upload Templates.... 13 Chapter 2: Axon 5.1... 14 New Features in Version 5.1.... 14 Data Privacy Metrics from Secure@Source.... 14 REST API to Retrieve Data Quality Rules.... 14 Licensed Users.... 15 Download Logs.... 15 Process Duration.... 15 Map Navigator.... 15 Changes in Version 5.1.... 15 Table of Contents 3

Link to Resources.... 15 View Parent Process Name.... 15 Chapter 3: Axon 5.0... 16 New Features in Version 5.0.... 16 Integration with Enterprise Information Catalog.... 16 Integration with Informatica Data Quality.... 17 Changes in Version 5.0.... 17 Improved User Experience in Bulk Creation and Bulk Update of Data.... 17 Streamlined Installation Experience.... 17 4 Table of Contents

Preface The Informatica Axon Data Governance Release Guide lists new features and enhancements, behavior changes between versions, and tasks you might need to perform after you upgrade from a previous version. This guide is written for all types of users who are interested in the new features and changed behavior. This guide assumes that you have knowledge of the features for which you are responsible. Informatica Resources Informatica Network Informatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other product resources. To access Informatica Network, visit https://network.informatica.com. As a member, you can: Access all of your Informatica resources in one place. Search the Knowledge Base for product resources, including documentation, FAQs, and best practices. View product availability information. Review your support cases. Find your local Informatica User Group Network and collaborate with your peers. Informatica Knowledge Base Use the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs. To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at KB_Feedback@informatica.com. Informatica Documentation To get the latest documentation for your product, browse the Informatica Knowledge Base at https://kb.informatica.com/_layouts/productdocumentation/page/productdocumentsearch.aspx. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com. 5

Informatica Product Availability Matrixes Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types of data sources and targets that a product release supports. If you are an Informatica Network member, you can access PAMs at https://network.informatica.com/community/informatica-network/product-availability-matrices. Informatica Velocity Informatica Velocity is a collection of tips and best practices developed by Informatica Professional Services. Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you are an Informatica Network member, you can access Informatica Velocity resources at http://velocity.informatica.com. If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com. Informatica Marketplace The Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers and partners, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at https://marketplace.informatica.com. Informatica Global Customer Support You can contact a Global Support Center by telephone or through Online Support on Informatica Network. To find your local Informatica Global Customer Support telephone number, visit the Informatica website at the following link: http://www.informatica.com/us/services-and-training/support-services/global-support-centers. If you are an Informatica Network member, you can use Online Support at http://network.informatica.com. 6 Preface

C h a p t e r 1 Axon 5.2 This chapter includes the following topics: New Features in Version 5.2, 7 Changes in Version 5.2, 11 New Features in Version 5.2 This section describes new Axon features in version 5.2. Unison Search Effective in version 5.2, you can perform advanced search operations based on your requirements from the Unison search. You can manually add items from the grid to the current search to refine the search results. You can apply the logical operators such as AND, OR, and NOT to filter the search results. When you search a keyword for the first time after you log in, you can view the Add to search button. When you perform multiple searches one after the other, Axon displays a search counter that increases based on the number of searches. Every time you perform a search, Axon adds the search criteria for reuse. Click the count drop-down to view the search options for each search operation that you performed. You can now edit, reorder, mute, clear, save, and refresh a Unison search. You can also run only the current search and add the relevant search criteria to a group of searches. Axon uses the axon_unison_microservice service to enable the Unison search. For more information, see the Search and View chapter in the Informatica Axon Data Governance 5.2 User Guide. Axon Interface Effective in version 5.2, the Axon interface includes the following enhancements: Facets Layout You can choose to save the layout so that you can view the facets that you want whenever you log in. When you save the layout, Axon saves the grid columns along with the facet. When you move from one facet to another, Axon changes the facet on the Unison search toolbar to the latest facet that you are in. 7

Grid Dashboard Axon displays search results as a dashboard for each facet. The dashboard provides a visual representation of data based on the search results that you view in the List tab of the grid. If you click the Dashboard tab from the grid without performing a Unison search, Axon uses data available for all the objects in the facet to calculate the dashboard results. After you perform a Unison search, Axon calculates and displays graphs based on the search results for each facet on the Dashboard tab. The dashboard items differ based on each facet. For more information, see the Search and View chapter in the Informatica Axon Data Governance 5.2 User Guide. Configure Axon Settings from the Admin Panel Effective in version 5.2, configure advanced settings from the Admin Panel instead of the Linux environment. You must have the SuperAdmin profile to access these settings. You can configure the following settings from the Admin Panel: Display your organization logo in the Axon toolbar. Customize the Axon theme interface. Configure access control for users. Change support email address. Configure email delivery settings. Configure SAML 2.0 applications to work with Axon. Configure access to Enterprise Data Catalog. Configure access to Informatica Data Quality. Configure access to Secure@Source. Specify prefix for the reference numbers of Axon objects. For more information, see the Informatica Axon Data Governance 5.2 Administrator Guide. Bulk Upload Effective in version 5.2, the bulk upload operation contains the following new features: WebUser A web user with New and Edit permissions can perform bulk upload operations. If a web user has the New permission for an object, the user can upload a new file but cannot upload existing items. If a web user has the Edit permission, the user can update existing items but cannot upload a new file. A web user can upload new or update existing relationships and roles for objects that they can add or edit. CSV File Format You can use a comma-separated-value (CSV) file format to bulk upload data to Axon. You can use a CSV file that you created to upload data to Axon. If you want to use the Axon template, you need to download and save the Microsoft Excel template in the CSV format. Bulk Upload Templates You can download and use the following bulk upload templates: 8 Chapter 1: Axon 5.2

Capability X Process Download the Capability X Process relationship template to bulk upload the relationships between a capability and process. Process X Legal Download the Process X Legal relationship template to bulk upload the relationships between a process and legal entity. Process Role Download the Process Role template to bulk upload processes to Axon. For more information, see the Administer chapter in the Informatica Axon Data Governance 5.2 User Guide. Process X Legal Entity Relationship Effective in version 5.2, you can add the relations between a Process object and Legal Entity object. When you open a Process object, the Impact tab shows the related Legal Entity object under the Legal Entity sub-tab. You can see the Legal Entity overlay in the Process map. For more information, see the Search and View chapter in the Informatica Axon Data Governance 5.2 User Guide. Value List Effective in version 5.2, you can add values to the attributes of a Data Set. Upload a large number of values using the bulk upload templates that you download from the Values tab of the Data Set objects. Axon uses the axon_value_list_microservice service to store values in the database. For more information, see the Administer chapter in the Informatica Axon Data Governance 5.2 User Guide. Enterprise Catalog Effective in version 5.2, when you link an Enterprise Catalog resource to a system, you can choose to create a system instead of choosing an existing system. You can configure the system properties and associate to the resource. In Axon, you can view the Enterprise Catalog resources from the Salesforce application and the file systems such as Native, HDFS, and Amazon S3. You can view the following types of Enterprise Catalog fields in Axon: Column, JSON Field, XML Field, CSV Field, and Salesforce Field. You can perform a search on the type of field. In the Parent Name field, Axon displays suggestions for table names along with the schema information for relational sources and path information for non-relational sources. When you link an attribute to a field and select the New from Field type, Informatica CLAIRE recommends the glossaries that you can associate with the attribute. For more information, see the Administer chapter in the Informatica Axon Data Governance 5.2 User Guide. Inherit Data Quality Rules Effective in version 5.2, if a data set does not contain a data quality rule, Axon displays the data quality rules from the upstream data sets in the lineage. You can view the list of inherited data quality rules from the upstream data sets in the Rules sub-tab of the Data Quality tab for a data set. You can view the data lineage from the Relationships tab. Axon inherits and New Features in Version 5.2 9

displays the first occurrence of all data quality rules from the linked attributes of the upstream data sets in the lineage. For more information, see the Search and View chapter in the Informatica Axon Data Governance 5.2 User Guide. Glossary Relationships Effective in version 5.2, the Hierarchy sub-tab from the Relationships tab of a Glossary object provides a single view of all the relationships between glossaries. You can view the hierarchical, parent-child relationships for a Glossary object. You can also view other type of glossary relations that are present in the Relationships sub-tab, such as is identified by, is related to, is specialism of, is classified by, is described by, is part of, and is made up of. You can see the other glossary relationships marked in a dark orange color. Axon displays all glossary relationships by default. If you do not want to view the other relationships, clear Show Relationships. For more information, see the Search and View chapter in the Informatica Axon Data Governance 5.2 User Guide. Security Effective in version 5.2, Axon contains the following security enhancements: Password Encryption Axon encrypts all passwords that you enter during installation. The encrypted passwords are stored using the cryptographic private key that you provide at the time of installation. Support for New SSL Key Formats Axon supports the following Secure Sockets Layer (SSL) key formats: CRT PEM DER For more information, see the Informatica Axon Data Governance 5.2 Installation Guide. Documentation Effective in version 5.2, the Axon online help and documentation contain the following changes: Context-sensitive Help You can launch specific, context-sensitive help topics from the online help for select Axon interfaces. Click the? icon in the toolbar to launch the help topic that describes how to use the Axon interface that is currently open. If the Axon interface or page that you are in does not have a linked context-sensitive help topic, Axon launches the global online help. You can then search for information that you are looking for. API for Data Quality Using APIs, you can retrieve data quality rules or update data quality scores if Axon is connected with a third-party data quality applications. For more information about retrieving data quality rules, see the Informatica How-To Library article "Retrieving Data Quality Rules Using REST API": https://kb.informatica.com/proddocs/product%20documentation/6/inax_51_dqapi_en.pdf 10 Chapter 1: Axon 5.2

For more information about updating data quality scores, see the Informatica How-To Library article "Updating Data Quality Scores Using REST API": https://kb.informatica.com/proddocs/product%20documentation/6/inax_50_dqapi_en.pdf Administrator Guide The new Informatica Axon Data Governance 5.2 Administrator Guide consolidates all the administrative tasks in a single document. The guide describes the following administrative tasks: Configuration: One-time tasks that are required to set up Axon after installation. Customization: Settings that change the look and feel of your specific Axon instance. Monitoring: Regular operational tasks that are required to keep Axon running without problems. Troubleshooting: Maintenance activities that are required to fix problems when errors occur. Changes in Version 5.2 This section describes the changes to Axon in version 5.2. Unison Search Effective in version 5.2, the Unison search includes the following changes: Unison Search Unison search is a part of the Axon toolbar. You can configure a facet in which you want to search a keyword. From the Filter menu, you can select and configure filter options to refine the search. Previously, Unison search was a part of the Axon grid. You had to perform a search within a facet. The filter options were available as separate fields. Dashboard The Dashboard tab is removed from the toolbar. You can view a dashboard for each facet in the Axon grid. The dashboard parameters vary based on the facet type. You need to click each object within a facet to view the Data Quality Rules dashboard. Previously, you could view a common Data Quality Rules dashboard for all the facets from the Dashboard tab of the toolbar. Manage Searches You can view, save, and manage searches from the My searches menu in Unison search. Previously, you could view, save, and manage searches from the Searches tab in the My Items menu. Enterprise Catalog Effective in version 5.2, Axon includes the following changes in the Enterprise Catalog tab: The Columns facet is renamed to Fields facet. The Table Name field is renamed to Parent Name field. Changes in Version 5.2 11

Regulatory Facets Effective in version 5.2, the Regulatory facets include the following changes: The Business Group and Library facets are removed. The Regulation Library facet is renamed to Regulatory Theme. The Jurisdiction facet is renamed to Geography. The Geography facet is added as one of the Regulatory facets in the Create menu. The Project and Regulatory Theme sub-tabs are added within the Impact tab of the Regulation facet. Deleted and Non-Public Objects Effective in version 5.2, Axon handles objects marked as "Deleted" or "Non-Public" according to the profile of the Axon user that searches for the object. Some user profiles can only view the objects in Unison search, while other user profiles can view and open the objects from Unison search. The following table describes the profile-based user experience for Axon users when they search for "Deleted" objects in Unison search: User Profile Deleted Objects Appear in Unison Search Can Open Deleted Objects from Unison Search User not logged into Axon No No WebUser with no stakeholder role No No WebUser with stakeholder role No No Admin or SuperAdmin Yes Yes The following table describes the profile-based user experience for Axon users when they search for "Non- Public" objects in Unison search: User Profile Non-Public Objects Appear in Unison Search Can Open Non-Public Objects from Unison Search User not logged into Axon No No WebUser with no stakeholder role Yes No WebUser with stakeholder role Yes Yes Admin or SuperAdmin Yes Yes For more information, see the Administer chapter in the Informatica Axon Data Governance 5.2 User Guide. Unison Grid Effective in version 5.2, the Unison grid has the following changes: Grid View Axon displays objects in a grid below the facets in the List and Dashboard tabs. 12 Chapter 1: Axon 5.2

Previously, Axon displayed only the objects list in the grid. Group By The Group By option is removed from the Settings menu. Bulk Upload Templates Effective in version 5.2, the following bulk upload templates contain changes: People Template You can upload the relationship between a manager and employee through the People X People template. The following manager relationship fields are removed from the People template: Manager Email Manager First Name Manager Last Name Manager Lan ID Rel. Type Previously, you could associate a manager and employee relationship through the People template. Attribute Template The Mandatory column is removed from the Attribute template. Bulk Upload File In the Create menu, the Create from file option is renamed to Upload from file. Changes in Version 5.2 13

C h a p t e r 2 Axon 5.1 This chapter includes the following topics: New Features in Version 5.1, 14 Changes in Version 5.1, 15 New Features in Version 5.1 This section describes new Axon features in version 5.1. Data Privacy Metrics from Secure@Source You can view the data privacy metrics extracted from Secure@Source in the System and Policy facets of Axon. The data privacy metrics helps you determine whether your organization is compliant with statutory regulations, such as General Data Protection Regulation (GDPR) policy. Axon displays the following data privacy metrics for system and classification policies: Risk score Risk cost Protection status Sensitivity levels Axon displays the following data privacy metrics for security policies: Policy violations Severity level For more information, see the Search and View chapter in the Informatica Axon 5.1 User Guide. REST API to Retrieve Data Quality Rules Use a REST API to retrieve data quality rules from Axon and use them in your data quality application. You can use this API if you do not have Informatica Data Quality installed in your organization. For more information, see the Retrieving Data Quality Rules Using REST API document in the Informatica Knowledge Base. 14

Licensed Users You can view the count and list of licensed users that have create or edit permissions in Axon. The licensed users include SuperAdmin, Admin, and any other user that is assigned a role with create or edit permissions. View the number of licensed users and the list of users to verify that the licenses are effectively used in your organization. For more information, see the Administer chapter in the Informatica Axon 5.1 User Guide. Download Logs You can download application logs to troubleshoot the errors that occur in Axon. A user with the Admin or SuperAdmin profile can view the application logs. Open or save the application.log file to view the logs. For more information, see the Administer chapter in the Informatica Axon 5.1 User Guide. Process Duration When you create a process manually in Axon, you can specify the time duration for the process. You can choose hours or days as the unit of time. You can view the specified process duration in a process or context map. If you want to enter the unit of time in weeks or week days, you can configure the Process Duration Type property from Dropdown Configurations in the Admin Panel. For more information, see the Create chapter in the Informatica Axon 5.1 User Guide. Map Navigator You can use a map navigator to view the small sections of a large, complex map. Use the scroll in the map navigator to drag and move over the part of the map that you want to view. Changes in Version 5.1 This section describes the changes to Axon in version 5.1. Link to Resources Effective in version 5.1, when you click a resource name from the Resources facet of Enterprise Catalog, the hyperlink opens the Secure@Source application if you have the Secure@Source license and not the Enterprise Information Catalog license. If you have both Enterprise Information Catalog and Secure@Source licenses, the hyperlink opens Enterprise Information Catalog. Previously, when you clicked a resource name from the Resources facet of Enterprise Catalog, the hyperlink always opened Enterprise Information Catalog. View Parent Process Name Effective in version 5.1, you can hover over a process name to view the immediate parent of the process. You can view the parent process name regardless of the tab that you are in. Previously, you could view the parent name only from the Hierarchy section of the Summary tab. Changes in Version 5.1 15

C h a p t e r 3 Axon 5.0 This chapter includes the following topics: New Features in Version 5.0, 16 Changes in Version 5.0, 17 New Features in Version 5.0 This section describes new Axon features in version 5.0. Integration with Enterprise Information Catalog Axon integrates with Enterprise Information Catalog to discover and retrieve data from the catalog platform. The catalog represents an indexed inventory of all the data assets in the enterprise. Enterprise Information Catalog organizes all the enterprise metadata in the catalog and enables the users of external applications to discover and understand the data. Axon displays catalog data in its dashboards. You can use this catalog of enterprise data to implement data governance policies and practices. This integration allows better collaboration between functional users and technical users of data. You can link the following properties in Axon and Enterprise Information Catalog: Axon Systems Attributes Enterprise Information Catalog Resources Columns When you link attributes in Axon to columns in Enterprise Information Catalog, Axon provides intelligent recommendations powered by CLAIRE, Informatica's Artificial Intelligence engine. With integration of Axon and Enterprise Information Catalog, you can view business lineage of data in Axon and its corresponding technical lineage in Enterprise Information Catalog. For more information, see the "Linking to Enterprise Metadata" topic in the Informatica Axon 5.0 User Guide. 16

Integration with Informatica Data Quality Axon integrates with Informatica Data Quality to retrieve quality scores and display them in the Axon dashboards in real time. You can create rules in Axon and implement them in Informatica Data Quality. You can also link an existing rule in Informatica Data Quality with an existing rule in Axon. After you link Axon and Informatica Data Quality rules, Axon displays quality scores for data based on the rules and thresholds that you have defined. You can add new rule types in Axon and modify existing rule types. The default Data Quality rule types in Axon are Completeness, Accuracy, Consistency, Validity, and Timeliness. Axon has a scheduler that retrieves scores from Informatica Data Quality periodically. For more information, see the "Data Quality Rules" topic in the Informatica Axon 5.0 User Guide. Changes in Version 5.0 This section describes the changes to Axon in version 5.0. Improved User Experience in Bulk Creation and Bulk Update of Data You can create or update large volumes of data in Axon using Microsoft Excel templates provided by Informatica. You can also check the status of bulk uploads and updates in Axon and receive email notifications. For more information, see the "Bulk Upload" topic in the Informatica Axon 5.0 User Guide. Streamlined Installation Experience You can install Axon 5.0 in your on-premises environment using an installer. The Axon installer is now simpler, and you can install your Axon version in fewer steps. The installer bundle includes all the required components, including databases. For more information, see the Informatica Axon 5.0 Installation Guide. Changes in Version 5.0 17